ABLE United
Kid standing on playground equipment Kid standing on playground equipment

Investment Options

Choose how money is invested:
• Select from portfolios designed to meet
the needs of most investors
• Build a custom portfolio from fund options
• Save more with low fees

ABLE United offers seven professionally managed investment options designed to meet the needs of most investors. These include predesigned portfolios and individual funds from which a custom portfolio may be built by allocating funds to one or more options.

Select a predesigned portfolio

Conservative

chart-conservativeyellow-dotMoney Market Fund10%
green-dotU.S. Bond Fund50%
blue-dotU.S. Stock Fund30%
purple-dotInternational Stock Fund10%

Moderate

chart-moderategreen-dotU.S. Bond Fund40%
blue-dotU.S. Stock Fund45%
purple-dotInternational Stock Fund15%

Growth

chart-growthgreen-dotU.S. Bond Fund20%
blue-dotU.S. Stock Fund55%
purple-dotInternational Stock Fund25%

Build your own portfolio

Money Market Fund

Manager: Florida PRIME

The Money Market Fund is invested in Florida’s Local Government Surplus Funds Trust Fund (Florida PRIME), which invests in short-term, high-quality fixed income securities rated in the highest short-term rating category to provide stable returns with less risk. The fund seeks to provide, in priority order, safety, liquidity and returns comparable to short-term instruments with minimized risks.

For more information about this option, please visit Florida PRIME’s website.

Annual Fee: 0.035% of Account Balance

U.S. Bond Fund

Manager: Vanguard

The U.S. Bond Fund is invested in the Vanguard Total Bond Index Fund Admiral Shares (ticker symbol: VBTLX), a passively managed bond fund which tracks the performance of a benchmark index. Investments include U.S. Treasury and U.S. Government Agency obligations, as well as, corporate debt and securitized instruments. The fund seeks to provide investors with exposure to the broad fixed income market in the United States.

For more information about this option, please visit Vanguard’s website.

Annual Fee: 0.290% of Account Balance

U.S. Stock Fund

Manager: Vanguard

The U.S. Stock Fund is invested in the Vanguard Total Market Index Fund Admiral Shares (ticker symbol: VTSAX), a passively managed stock fund which tracks the performance of a benchmark index that measures the investment return of the overall U.S. equities market. The fund seeks to provide investors with exposure to the overall U.S. equities market.

For more information about this option, please visit Vanguard’s website.

Annual Fee: 0.290% of Account Balance

International Stock Fund

Manager: BlackRock

The International Stock Fund is invested in the iShares MSCI EAFE International Index Fund (ticker symbol: BTMKX), a passively managed stock fund which tracks the performance of a benchmark index of international developed markets. The fund seeks to provide investors exposure to international equities in developed markets.

For more information about this option, please visit BlackRock’s website.

Annual Fee: 0.290% of Account Balance